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Role: Admin

Last updated: May 11, 2022

From the Users page, the Account Administrator (admin) can:

  1. List users for the account

  2. Filter the user list to narrow results

  3. Add a new user

dashboard user view

Filter by value

You can filter the list of users by the data fields associated with user records. Each filter field will look for partial matches.

Sort list results

Sort results by any column in the Users list by clicking the column heading. Only the records on the current page are sorted.

Add a new user

Click the "Add a User" button to add a new user to the account. See the Add a User for instructions.

Click the forward or backward arrow in the bottom right corner of the list to see advance to the next page or move back to a previous page.

User Help Topics

Add a User

Edit or Disable a User